Fidelity Institutional Wealth Services and National Financial introduced Nov. 11 “Insight & Outlook,” a new program that offers FIWS’s RIAs, and National Financial’s broker/dealers, access to Fidelity’s market intelligence and industry insights, including Monday Wake-Up Call, a weekly conference call featuring strategists from Fidelity Capital Markets.
…Denver-based Gsphere has introduced MyDiversification.com, a portfolio diversification diagnostic tool for both advisors and investors…
Schwab Charitable has become the 10th largest charity in the U.S., according to the Chronicle on Philanthropy, just as the donor advised fund celebrates its 10th anniversary.
…Following passage in the House of the Affordable Health Care for America Act, which on November 6 the Congressional Budget Office estimated would cost a net $891 billion over 10 years for expanded health insurance coverage, debate on healthcare reform moves to the Senate, where earliest passage is not expected until the week of Dec. 7.